Stock Club Podcast

The Stock Club Podcast by MyWallSt

Join the MyWallSt investing team as they sit down to chat about the companies and strategies that shape their investing life. This Stock Club is for everyone!

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The World According to Morgan Housel

In this very special episode of the Stock Club podcast, we chat to the critically-acclaimed writer Morgan House about his brand new book, ‘The Psychology of Money’, including:

  • Why studying finance will not necessarily make you a better investor.
  • Morgan’s personal investing plan that he says will allow him to achieve every investing goal he has.
  • The surprising knock-on effect of Coronavirus that has Morgan most worried about the future of the stock markets and humanity’s well-being.
  • How to save like a pessimist and invest like an optimist (and why it’s critical to your financial survival).

Plus, make sure you don’t miss out on all the great stuff coming to MyWallSt in the next few weeks by starting your free trial of our market-beating service here.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The Team

Emmet

Emmet Savage

Emmet is the co-founder and chief investor at MyWallst. An investor for 20+ years, his returns have consistently beaten the market average.

Rory

Rory Carron

Rory is the head analyst at MyWallSt. His stock selections have helped the MyWallSt shortlist return an average of approximately 85% to date.

James Dunne

James is the head of content & publishing at MyWallSt, guiding everything from the Stock Club podcast to the market-beating insights written by the MyWallSt team.


The Death of Cinema

With major theatre chains like AMC and Cineworld already facing imminent bankruptcy due to global pandemic restrictions, Disney has struck another blow to the cinema world by announcing that it is to focus more aggressively on direct-to-consumer streaming with Disney+. Does this herald the death of cinema as we know it? 

In the episode, we also discuss:

  • Apple’s underwhelming iPhone event.
  • Twilio’s new acquisition, Segment.
  • Our favorite ‘razor-and-blade‘ companies.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The Future of 5G ft. Jason Moser

MyWallSt is delighted to bring to you a very special episode of Stock Club this week as we welcome The Motley Fool’s Jason Moser onto the podcast. A long time friend and regular correspondent of MyWallSt, Jason and Rory got to sit down and record their first joint podcast.

In this episode, we also chat about:

  • Jason’s new ‘Next Generation Supercycle‘ service at the Motley Fool which focuses on 5G technology.
  • Emerging trends in the Fintech space
  • The Teladoc/Livongo Merger
  • How travel makes you a better investor

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Apple’s ‘Peloton-Killer’

After having an incredible 2020 so far, Peloton stock took a hit earlier this week after Apple unveiled its own fitness subscription service — Apple+. Should Peloton shareholders be worried by this challenge from the world’s most valuable company?

In this episode, we also chat about:

  • The incredible fraud charges being leveled against Nikola Corp
  • Oracle winning the race to nab TikTok
  • And the reasons why traditional valuations metrics don’t really work in the modern market.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Is Zoom Overvalued?

After one of the most spectacular quarterly reports in recent memory — including a 355% jump in revenue — Zoom is now touching all-time highs. What contributed to such a performance, what does the company need to do next, and is the stock too expensive at today’s prices?

In this episode, we also discuss:

  • The road to recovery for three companies — Trip.comEventbrite, and Vail Resorts — that were hit hard by the pandemic.
  • The investing lessons we can learn from the game of poker.
  • And the two companies at all-time highs that we’d still invest in today.

Make sure you don’t miss out on all the great stuff coming to MyWallSt in September. Sign up for your free trial here.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The 3 Most Important COVID Company Earnings

In this week’s episode, the MyWallSt analyst team looks at the earnings reports from 3 companies — Home Depot, Trupanion, and Sea Limited — which show the full effects of the COVID-19 lockdowns. We also discuss:

  • The brewing battle between Apple and Epic Games, the owners of Fortnite.
  • The reasons why stock splits shouldn’t boost the share prices of companies like Tesla.
  • The 2 companies that we think should buy TikTok (and no, neither is Twitter!)

If you want to check out the brand new stock that we’ve added to our market-beating shortlist, sign up for your free trial of MyWallSt here.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Teladoc and Livongo: Deal of the Year?

Before the COVID-19 pandemic, the combined market cap of Teladoc and Livongo was about $10 billion. Now that they are merging together in a deal announced earlier this week, the new company will have an estimated value of close to $40 billion.

Why has the value of these healthcare companies jumped so much and is this deal good news for investors?

In this episode of Stock Club, we also discuss:

  • The reason why Microsoft might be the only company allowed to buy TikTok.
  • Big Tech and their virtual antitrust hearing.
  • The lessons we can learn from the Dotcom Crash.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Lemonade: 2020’s Hottest IPO

Although 2020 has failed to become the IPO-frenzy that was expected, one company — Lemonade — has shot up more than 180% since it went public earlier this month. What exactly does Lemonade do and can we expect to see it added to MyWallSt’s market-beating shortlist any time soon?

In this episode, we also chat about:

  • The recent Twitter hack and the company’s plans for a subscription service.
  • Why Netflix now has a co-CEO
  • Which payments company is a better buy — Mastercard or Visa?

Listen on Apple Podcasts | Spotify Google Podcasts Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Tesla’s Biggest Threat: Elon Musk?

As Tesla becomes the world’s most valuable automaker, eccentric CEO Elon Musk has started antagonizing the SEC on Twitter… again. Could his behavior put the success of the whole company in jeopardy?   In this episode, we also chat about:

  • Lululemon’s new acquisition and the future of connected fitness.
  • Why the purchasing of Postmates won’t help Uber out of its unprofitable hole.
  • The Long-Term Stock Exchange.

Listen on Apple Podcasts | Spotify Google Podcasts Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Is It Too Late to Invest in Shopify?

Less than four years after we first picked it, Shopify has become the first 20-bagger — stock to grow 20-fold in value — in the MyWallSt shortlist. Listen in as the team discusses the incredible success of Shopify over the past few years and asks if it’s too late to invest in the company now. In this episode, we also:

  • Explain the reasons why we don’t give stock tips.
  • Discuss what option-trading is and the dangers involved with it.
  • Pick which FAANG stock we would invest $10,000 in and hold for 15 years — and which one we would avoid.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The Lowdown on Nikola Motors

In a week where Tesla Motors briefly became the most valuable automaker on the planet, the new kid on the EV block — Nikola Motors — has stolen the limelight. How has this company captured a $25 billion market cap despite making $0 in sales so far?

In this episode, we also discuss:

  • The reasons why the stock market doesn’t reflect economic realities in the U.S. at the minute.
  • Why bankrupt companies like Hertz are popping more than 800%.
  • The latest updates on Stitch Fix.
  • And how much cash you should keep in reserve in your portfolio

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


What Happens If Chinese Companies Get Delisted?

Tensions between the U.S. and China are growing again after a bill passed the U.S. Senate that could force Chinese companies to give up their listings on American stock exchanges. Should investors in companies like AlibabaBaidu, and JD.com be concerned?

In this episode, the MyWallSt team also discusses:

  • Why Spotify’s $100 million deal with Joe Rogan could change the face of the podcasting industry.
  • How important Facebook’s new ‘Shops’ platform will be for the future of the social media giant.
  • Why April was one of the best months on record for companies in the gaming industry like Take-Two Interactive and Activision Blizzard.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Why Has The Nasdaq Recovered So Well?

Since its March lows, the Nasdaq Composite has recovered much better than both the S&P 500 and the Dow Jones — now sitting just a few percentage points off its all-time highs. Why has this tech-heavy index bounced back so well and is there a danger of another sell-off?

In this episode, we also discuss:

  • Warren Buffett and Berkshire Hathaway getting rid of airline stock.
  • How good Peloton is looking as an investment at the minute.
  • The dangers of investing in pharmaceutical companies like Gilead Sciences.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


One of Our Favorite Stocks for a Post-COVID World

How long the COVID-19 pandemic lasts is anyone’s guess, but one thing for certain is that the way in which we live our lives when we emerge from this will be very different. In this episode of Stock Club, Emmet discusses why he thinks Atlassian will become increasingly important in the world of tomorrow.

The team also discusses:

  • Why food delivery companies like UberEats are not benefiting as much as it appears during lockdown.
  • The DraftKings IPO and the gambling landscape in the U.S.
  • What happens when a company you invested in gets acquired.
  • The tools we use to research potential investments.

Plus two companies not in the MyWallSt shortlist that we’re looking at right now.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Is Disney in Big Trouble?

First published: April 17, 2020.

The past few months have been pretty tough for Disney, with all of its theme parks closed indefinitely and its 2020 movie roster delayed. Now that shares in the company are down more than 30% from recent highs, is it time to grab a bargain with Disney or are shareholders in for more pain?

In this episode, we also discuss:

  • Which company earnings we’ll be looking closely at over the next few weeks, including Zoom and Slack.
  • Berkshire Hathaway and Warren Buffett’s investing style.
  • The power of network effects for products like RevolutVenmo, and the Cash app.

And pick our favorite contrarian investments of the moment.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Wait, Was That the Bottom?

First published: April 3, 2020.

On this week’s episode of Stock Club:

  • We ask if the market is on the way back up after the fastest bear market in history.
  • Figure out which companies will be beneficiaries of the COVID-19 pandemic, including food delivery services like Uber Eats and big tech giants like Amazon and Facebook.
  • Talk about Pure Storage, our latest Company We Never Talk About.
  • Discuss the criteria we use in picking stocks for the MyWallSt shortlist.

…and pick two of our favorite investing podcasts that aren’t Stock Club! 

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Is This the Best Buying Opportunity of the Decade?

First published: March 20, 2020.

In this ‘Self-Isolation Special’ episode of the Stock Club podcast, the MyWallSt team reflects on the madness of the markets over the past few weeks and figures out if now is the right time to buy.

We also discuss:

  • The benefits of investing in the S&P 500.
  • What a circuit breaker is and how it works.
  • Our thoughts on Twitter as a company and an investment.

And tell you how we manage to stay calm during a panic!

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Can We Blame Coronavirus for the Market Sell-Off?

First published: March 6, 2020.

It’s been a tough few weeks for investors after the market entered into its fastest correction since the Great Depression — down more than 10% in just six consecutive days. But can we blame all of this on the coronavirus?

The team also discusses:

  • Bob Iger stepping down as CEO of Disney.
  • The ‘Company We Never Talk About’ — Mercado Libre.
  • Is iRobot a tech company? (Based on this article by Ben Thompson).
  • The companies that might benefit from the rise of gambling in the U.S.

And the two private companies we’re hoping will go public.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Where Did It All Go Wrong For Under Armour?

First published: February 21, 2020.

Under Armour was once the darling of Wall Street — a tech-savvy sportswear company taking on the like of Nike and Adidas. Now, its stock has fallen close to 70% from its all-time highs and the future looks uncertain. Where did it all go wrong for them?

In this episode, the MyWallSt team also chat about:

  • Facebook trying to rip off another company with its new app, Hobbi.
  • The incredible growth of Zillow’s Offers business.
  • And two traditional retailers that will weather the e-commerce storm.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Picking Our Next Ten Baggers

First published: February 7, 2020.

In this episode of the Stock Club podcast, the MyWallSt team:

  • Analyze the effects of the coronavirus panic on the stock market
  • Ask if Shopify is overvalued at the moment
  • Pick 2 companies that we think could be the next ten baggers from the MyWallSt shortlist

Listen on Apple Podcasts | Spotify | Google Podcasts Stitcher


Why Does Warren Buffett Have $128bn in Cash?

First published: January 24, 2020.

In this episode of Stock Club, the MyWallSt team talk about:

  • Tesla becoming a $100 billion company
  • Teladoc’s new acquisition and what it means for the company
  • Why Warren Buffett has $128 billion in cash

Plus, we have more Baby Yoda news!

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Is the Next Recession Coming in 2020?


First published: January 10, 2020.

In the first episode of Stock Club for 2020, the MyWallSt analyst team:

  • Looks at the likelihood of the next recession hitting this year.
  • Explains why Ericsson is our favorite stock for the rise of 5G.
  • And picks 2 stocks that we’d most like to add to our market-beating shortlist over the next 12 months.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Stock Club’s Big Fat Wrap Up of 2019

First published: December 27, 2019.

WeWork, Huawei, Spotify, Beyond Meat — It’s the final episode of 2019, so tune in as the MyWallSt analyst team discuss the most impactful stories from the market over the past year, the companies that had the biggest impact on our lives, and give our predictions for 2020.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Peloton or Planet Fitness? Our 2 favorite fitness stocks

First published: December 13, 2019.

Catch up with the MyWallSt team as we talk about the big leadership change at Google, Elon Musk’s new Cybertruck, and our favorite 2 fitness stocks on the market at the minute.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


2 companies we think Warren Buffett should buy

First published: November 29, 2019.

In the brand new episode of Stock Club, the MyWallSt team discuss the acquisition of Tiffany & Co by Louis Vuitton, the implications of Uber losing its London license, and the two stocks we think Warren Buffett should buy with his $128 billion cash pile.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Softbank’s $6.5 billion loss

First published: November 15, 2019.

In the latest episode of the Stock Club podcast, we discuss the reasons behind Softbank’s first quarterly loss in 14 years (plus this bizarre presentation from the company’s early days), talking about the world’s most profitable company going public, and pick two megatrends that we think will be most influential over the next 10 years.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


2 companies that might soon be acquired

First published: November 1, 2019.

With so many acquisition rumors swirling around, listen in as the MyWallSt team pick 2 companies that they think could be future acquisition targets. 

We also chat about Twitter banning political advertisements from its platform (and what this might mean for Facebook) and take a deeper look into iRobot to see what has gone wrong lately. 

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


The collapse of Facebook’s Libra cryptocurrency

First published: October 18, 2019.

Listen in to the Stock Club podcast as the MyWallSt team talk about the current troubles that U.S. companies are having in China, the collapse of Facebook’s Libra project, and the difficulties of investing in socially responsible companies.

Out of our 10 best-performing stocks, we also pick 2 that we think have a lot more room left to grow over the next few years.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Our 2 favorite payment stocks

First published: October 4, 2019.

In this episode of Stock Club, the MyWallSt investing team talks about the events that led to the cancelation of WeWork’s IPO, the real story behind McDonald’s and Beyond Meat partnering up, and picks 2 of our favorite payment companies that we think will be great long-term investments.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Why did WeWork cancel its IPO?

First published: September 20, 2019.

After unveiling big plans for its public listing, WeWork has now postponed its IPO under a cloud of controversy. In this episode of Stock Club, we look at the things that went wrong for WeWork and figure out where it’s going next.

Plus, our analyst team also dissects Apple’s most recent launch event, talks about one of the best REIT dividend stocks around, and asks why people buy gold instead of stocks.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Why did Ulta Beauty fall 30%?

First published: September 6, 2019.

In this week’s episode of Stock Club, the MyWallSt investing team talks about Peloton’s impending flotation on the Nasdaq, discusses the reasons behind Ulta’s dramatic 30% drop, and picks out 2 companies that surprised us most with their impressive performance over the past few years.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


We Need To Talk About WeWork…

First published: August 23, 2019.

On this week’s episode of Stock Club, we dig deeper into Uber’s whopper $5 billion loss, talk about our experiences with Joel Greenblatt’s ‘magic formula’ for beating the market, and try to figure out what WeWork’s S-1 filing actually meant. 

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3 Reasons Why Spotify Is Becoming A Great Investment

First published: August 9, 2019.

What has caused Shopify’s incredible success over the past few years? What on earth happened to 2U that caused its stock to drop 66% in one day?

And why is Spotify starting to look like it could be a great long-term investment opportunity? Listen in now as the MyWallSt team answers these questions, and more!

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


3 Stocks, 10 Years — Where Will They Be?

First published: July 26, 2019.

In this episode of Stock Club, our analysts pick three companies and give a big prediction for where the company will be in 10 years. The team also talks about Netflix losing popular series ‘The Office’ and ‘Friends’ and why Slack shouldn’t fear Microsoft Teams.  

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


2 Companies To Invest In If Big Tech Breaks Up

First published: July 12, 2019.

Catch up with the MyWallSt team as they talk about Facebook’s content moderation issues (Three Facebook moderators break their NDAs to expose a company in crisis), the companies trying to tackle the healthcare problem in the U.S. (The Hidden Cost of GoFundMe Health Care), and the 2 subsidiaries we’d be most excited to invest in if Big Tech was to break up. 

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Looking for older episodes of the Stock Club podcast? Click here to access all of our episodes back to January 2018.